See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,492 | $62,586+39.8% | $76,768+14.0% | $64,186+36.3% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -7.50% | -1.95%-5.6pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $974 | $1,832-46.8% | $2,485-60.8% | $2,381-59.1% |
| Participant deferral / active EE | $3,293 | $3,145+4.7% | $3,852-14.5% | $3,470-5.1% |
| Admin fee / account holder | $7,099 | $4,667+52.1% | $6,675+6.4% | $4,888+45.2% |